Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
6,382,762
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 NORTHERN TRUST CORP 3,201,625 3.2M $71M — ADD 10% 2 2 ENVESTNET ASSET MANAGEMENT INC 1,109,252 1.1M $25M — ADD 14% 3 3 Occidental Asset Management, LLC 881,157 881,157 $20M — ADD 5% 4 4 PARK NATIONAL CORP /OH/ 294,954 294,954 $7M — ADD 55% 5 5 MML INVESTORS SERVICES, LLC 256,028 256,028 $6M — ADD 5% 6 6 Mutual Advisors, LLC 77,889 77,889 $2M — — 7 7 VestGen Advisors, LLC 56,439 56,439 $1M — NEW 8 8 VestGen Investment Management 54,528 54,528 $1M — ADD 15% 9 9 CoreCap Advisors, LLC 50,842 50,842 $1M — ADD 37% 10 10 LPL Financial LLC 40,134 40,134 $892,546 — ADD 7% 11 11 Atria Investments, Inc 39,902 39,902 $887,381 — ADD 82% 12 12 First Heartland Consultants, Inc. 39,105 39,105 $869,656 — ADD 85% 13 13 Stratos Wealth Advisors, LLC 37,364 37,364 $830,950 — ADD 5% 14 14 Olde Wealth Management, LLC 36,841 36,841 $819,000 — — 15 15 Snowden Capital Advisors LLC 35,358 35,358 $786,328 — ADD 2% 16 16 SeaCrest Wealth Management, LLC 29,537 29,537 $656,873 — NEW 17 17 ROI Financial Advisors, LLC 27,100 27,100 $602,673 — ADD 4% 18 18 Herold Advisors, Inc. 24,869 24,869 $553,069 — TRIM -4% 19 19 ABSOLUTE CAPITAL MANAGEMENT, LLC 24,560 24,560 $546,189 — ADD 8% 20 20 Patriot Financial Group Insurance Agency, LLC 18,970 18,970 $421,870 — NEW 21 21 WealthPlan Investment Management, LLC 15,126 15,126 $336,387 — ADD 22% 22 22 Regent Peak Wealth Advisors LLC 9,640 9,640 $214,384 — NEW 23 23 HARBOUR INVESTMENTS, INC. 4,725 4,725 $105,079 — TRIM -10% 24 24 FIFTH THIRD BANCORP 4,481 4,481 $99,663 — NEW 25 25 CX Institutional 4,440 4,440 $99,000 — — 26 26 CREATIVE FINANCIAL DESIGNS INC /ADV 3,941 3,941 $87,644 — ADD 579% 27 27 GeoWealth Management, LLC 1,275 1,275 $28,346 — ADD 3% 28 28 WELLS FARGO & COMPANY/MN 1,207 1,207 $26,842 — ADD 21% 29 29 Wilmington Savings Fund Society, FSB 785 785 $17,458 — — 30 30 AlphaCore Capital LLC 428 428 $9,518 — ADD 69% 31 31 MORGAN STANLEY 260 260 $5,782 — —
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
Holder trends· top 15 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value NORTHERN TRUST CORP 3.0M 2.6M 2.8M 2.9M 2.9M 3.2M $71M ENVESTNET ASSET MANAGEMENT INC 1.0M 829K 921K 950K 972K 1.1M $25M Occidental Asset Management, LLC 759K 767K 779K 806K 836K 881K $20M PARK NATIONAL CORP /OH/ 120K 78K 121K 186K 190K 295K $7M MML INVESTORS SERVICES, LLC 217K 191K 228K 228K 243K 256K $6M Mutual Advisors, LLC 58K 74K 78K 77K 77K 78K $2M VestGen Advisors, LLC — — — — — 56K $1M VestGen Investment Management 72K 50K 46K 51K 48K 55K $1M CoreCap Advisors, LLC 10K 9K 11K 24K 37K 51K $1M LPL Financial LLC 38K 51K 42K 40K 38K 40K $892,546 Atria Investments, Inc — — — 12K 22K 40K $887,381 First Heartland Consultants, Inc. — — — 11K 21K 39K $869,656 Stratos Wealth Advisors, LLC 37K 40K 36K 36K 35K 37K $830,950 Olde Wealth Management, LLC 368K 165K — 37K 37K 37K $819,000 Snowden Capital Advisors LLC 38K 36K 34K 34K 35K 35K $786,328
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Institutional footprint by quarter reporting 13F holders 31 1 2016-Q4 2026-Q1 2016-Q4 · 1 holders · % suppressed/unavailable 2017-Q1 · 1 holders · % suppressed/unavailable 2017-Q2 · 1 holders · % suppressed/unavailable 2017-Q3 · 2 holders · % suppressed/unavailable 2017-Q4 · 4 holders · % suppressed/unavailable 2018-Q1 · 6 holders · % suppressed/unavailable 2018-Q2 · 5 holders · % suppressed/unavailable 2018-Q3 · 5 holders · % suppressed/unavailable 2018-Q4 · 4 holders · % suppressed/unavailable 2019-Q1 · 6 holders · % suppressed/unavailable 2019-Q2 · 6 holders · % suppressed/unavailable 2019-Q3 · 7 holders · % suppressed/unavailable 2019-Q4 · 7 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 15 holders · % suppressed/unavailable 2020-Q3 · 15 holders · % suppressed/unavailable 2020-Q4 · 16 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 21 holders · % suppressed/unavailable 2021-Q3 · 17 holders · % suppressed/unavailable 2021-Q4 · 24 holders · % suppressed/unavailable 2022-Q1 · 19 holders · % suppressed/unavailable 2022-Q2 · 23 holders · % suppressed/unavailable 2022-Q3 · 21 holders · % suppressed/unavailable 2022-Q4 · 22 holders · % suppressed/unavailable 2023-Q1 · 27 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 30 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 31 holders · % suppressed/unavailable 2024-Q3 · 31 holders · % suppressed/unavailable 2024-Q4 · 28 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 31 holders · % suppressed/unavailable 2026-Q1 · 31 holders · % suppressed/unavailable Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Quarter Holders Shares held % shares out Value held 2026-Q1 31 6,382,762 — $142M 2025-Q4 31 5,667,025 — $127M 2025-Q3 30 5,535,542 — $125M 2025-Q2 26 5,322,620 — $118M 2025-Q1 28 5,114,433 — $114M 2024-Q4 28 6,044,503 — $131M 2024-Q3 31 6,294,174 — $143M 2024-Q2 31 6,324,472 — $139M 2024-Q1 26 6,404,140 —
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.